Overview
Assets Under Management: $709 million
Headquarters: MOUNT PLEASANT, SC
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
IMPRINT WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322130), IMPRINT WEALTH LLC is subject to fiduciary duty under federal law.
IMPRINT WEALTH LLC is headquartered in MOUNT PLEASANT, SC.
IMPRINT WEALTH LLC serves 50 high-net-worth clients according to their SEC filing dated July 03, 2024. View client details ↓
According to their SEC Form ADV, IMPRINT WEALTH LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
IMPRINT WEALTH LLC manages $709 million in client assets according to their SEC filing dated July 03, 2024.
According to their SEC Form ADV, IMPRINT WEALTH LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,142
Discretionary Accounts: 2,142
Regulatory Filings
CRD Number: 322130
Last Filing Date: 2024-07-03 00:00:00
Website: https://lawvisory.com